Security First Insurance

storm after storm, year after year.®

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Online Sales Resources

Mobile Web

For more information or additional guides/training please login to the Agent Portal

 

Self-Service Agent Resources & Program Eligibility Guidelines

 
 

New Technology and Lead Generation 

 
 

30-day payplan

Monthly Pay Plan Guide

This handout includes detailed instructions on how to enroll in the monthly payment program.

e-mail collect

Why We Collect Customer’s E-mail Address 

This handout explains our privacy policy and the safeguards we have in place to protect the personal information of our policyholders. It also emphasizes that we use email to provide customers with better, more convenient service and NOT as a sales tool.

 

How-To Guides and Workbench Training

 

How to process mortgagee changes:

Mortgagee Changes

How to quote endorsements:

Endorsement Changes

Workbench training:

Workbench Training

 

Quote to Issue

 

Part 1

QTI Part 1

Part 2

QTI Part 2

 

Security First Managers Resources